SMART Retirement Webinar Educational Series
Helping you plan a "Happily Ever After" Retirement
Video Webinar Series
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Social Security & Retirement Income
Making the Most of Your Retirement Income
Taxes in Retirement
Should I Consider a ROTH Conversion?
SMART Tax Free Retirement
Retirement Planning
Running out of money is one of the top fears facing retirees today. Many worry retirement will mean watching the nest egg they’ve worked so hard to build slowly dwindle away. And, even if you’re relatively confident that the amount you’ve saved will go the distance, you may still worry about questions like these:
Will I be able to afford the lifestyle I want in retirement?
How can I be prepared for healthcare costs or other hard-to-predict expenses?
How can I avoid costly mistakes when it comes to taxes or mandatory minimum withdrawals?
How should I think about the balance of stocks and bonds in my retirement portfolio?
Are there ways to continue to grow my wealth even after I retire?
Your retirement nest egg doesn't need to be permanently set in stone. Too often, we think of our retirement savings as a big bucket of money we've saved. We keep taking scoops out of the bucket and hoping it doesn't run out of funds. But did you know that there are ways to keep income streams potentially flowing – and wealth potentially growing – even after you retire?
Meet Your Retirement Coach
Dennis Drake, LACP, CBC, RFPP is a nationally recognized Financial Educator, Author, Speaker and Retirement Planner, and Ed Slott Master Elite IRA Advisor. You may have seen or heard him on WDEL radio, RVN TV, USA Today, Retirement Weekly, Street Magazine, Yahoo and others. Dennis has taught continuing education courses to Insurance Agents, Attorneys as well as CPA’s. He has also done numerous education seminars for the general public and has taught the course “The Power of Zero Taxes in Retirement” at Del-Tech college. You don’t have to spend much time with Dennis to realize why his clients trust their money and their future to him. He is a warm and passionate communicator with a “down home” style who loves to share his financial wisdom and insights. He often hears “I wish I would have met you 10 years ago!”